See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,866 | $56,897+14.0% | $84,750-23.5% | $62,891+3.1% |
| Participation rate | 100.0% | 68.5%+31.5pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 6.24% | 6.30%-0.1pp | 22.78%-16.5pp | 20.14%-13.9pp |
| Employer contribution / active EE | $25,739 | $2,400+972.6% | $3,574+620.1% | $2,281+1028.5% |
| Participant deferral / active EE | $3,257 | $2,709+20.2% | $3,712-12.2% | $3,203+1.7% |
| Admin fee / account holder | $1,424 | $3,581-60.2% | $5,332-73.3% | $4,296-66.8% |